Full/Part Time Financial Consultant

Full/Part Time Financial Consultant


Full/Part Time Financial Consultant

Details of the offer

We are looking to hire Financial Consultant to provide financial guidance to clients in order to help them accomplish their financial goals. The Financial Consultant's responsibilities include assessing clients’ financial situations, explaining the pros and cons of various investment strategies, answering all finance-related questions, and addressing clients’ concerns. You should also be able to maintain solid relationships with clients.
Possess at least Diploma/ Degree in Finance, Economics, Accounting, Banking or related field.
Effective communication skills and exceptional customer service skills.
Fluent in English or Mandarin
Additional certification (e.g. CFP or CFA) is a plus
Fresh graduates are welcomed
Job responsibilities:
Analysis market trends execute orders on company behalf.
Reporting daily trades profit and loss.
Monitoring portfolios to ensure that they are guideline compliant.
Assisting the company to attract new clients by maintaining and enhancing marketing material.
Advising clients on taxes, retirement planning, investments, and to achieve their financial goals.
Researching suitable investment opportunities for clients.
Interested in Business, Marketing, Finance or Management
What we do:
We provide business management consultancy services
We dealing with ICT related industry and products.
We conduct training and education programs in trading.
For who are interested please send me an email with your resume attached to
click for email


Igcse a-level accounting teacher

**Equity/Fixed interest hearing securities=???** This international school has high reputation in Malaysia located in a city only 45 minutes from the capital...

Kuala Lumpur

Published 24 days ago

Igcse accounting teacher

**Accounting Teacher wants to teach aboard?** **Let's travel and teach in the sunny tropical Malaysia** This private international school is one of the popular...


Published 24 days ago

Assistant accounts manager/bukit raja

Position: ASSISTANT ACCOUNTS MANAGER (based in Bukit Raja) Job Description : Responsible for timely monitoring of Accounts Payable posting to ensure correct GST...

Kuala Lumpur

Published 23 days ago

Senior analyst, internal audit & risk management

Company Description We are Malayan Flour Mills Berhad, an established billions ringgit public listed food manufacturing company. We aspire to be a leading food...

From Smartrecruiters - Kuala Lumpur

Published a month ago